Corvex Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.4T
Holdings
30
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SWXSOUTHWEST GAS HLDGS INC | 5,030,556 | $374.2B | 15.84% | |
| 2 | ILMNILLUMINA INC | 3,829,608 | $365.4B | 15.47% | |
| 3 | WGSGENEDX HOLDINGS CORP | 3,058,629 | $282.3B | 11.95% | |
| 4 | MGMMGM RESORTS INTERNATIONAL | 5,627,478 | $193.5B | 8.19% | |
| 5 | AMZNAMAZON COM INC | 675,029 | $148.1B | 6.27% | |
| 6 | VSTSVESTIS CORPORATION | 18,803,899 | $107.7B | 4.56% | |
| 7 | DLTRDOLLAR TREE INC | 981,899 | $97.2B | 4.12% | |
| 8 | MSFTMICROSOFT CORP | 173,661 | $86.4B | 3.66% | |
| 9 | SRESEMPRA | 1,056,110 | $80.0B | 3.39% | |
| 10 | FWONALIBERTY MEDIA CORP DEL | 1,005,434 | $79.9B | 3.38% | |
| 11 | NSCNORFOLK SOUTHN CORP | 297,431 | $76.1B | 3.22% | |
| 12 | 0J7QIAC INC | 2,000,920 | $74.7B | 3.16% | |
| 13 | MDUMDU RES GROUP INC | 4,183,151 | $69.7B | 2.95% | |
| 14 | QSRRESTAURANT BRANDS INTL INC | 873,183 | $57.9B | 2.45% | |
| 15 | CSXCSX CORP | 1,753,068 | $57.2B | 2.42% | |
| 16 | HSIHEIDRICK & STRUGGLES INTL IN | 1,002,462 | $45.9B | 1.94% | |
| 17 | GOOGLALPHABET INC | 225,709 | $39.8B | 1.68% | |
| 18 | AQN.TOALGONQUIN PWR UTILS CORP | 6,183,855 | $35.4B | 1.50% | |
| 19 | FTREFORTREA HLDGS INC | 4,508,531 | $22.3B | 0.94% | |
| 20 | IASINTEGRAL AD SCIENCE HLDNG CO | 2,618,000 | $21.8B | 0.92% | |
| 21 | ORCLORACLE CORP | 99,500 | $21.8B | 0.92% | |
| 22 | LNGCHENIERE ENERGY INC | 57,863 | $14.1B | 0.60% | |
| 23 | FWONALIBERTY MEDIA CORP DEL | 32,322 | $2.6B | 0.11% | |
| 24 | NVDANVIDIA CORPORATION | 16,250 | $2.6B | 0.11% | |
| 25 | METAMETA PLATFORMS INC | 2,400 | $1.8B | 0.07% | |
| 26 | AMBPARDAGH METAL PACKAGING S A | 398,835 | $1.7B | 0.07% | |
| 27 | IWMISHARES TR | 5,000 | $1.1B | 0.05% | |
| 28 | TSLATESLA INC | 2,850 | $905.3M | 0.04% | |
| 29 | FLBSTANDARD BIOTOOLS INC | 44,400 | $53.3M | 0.00% | |
| 30 | FLYX/WSFLYEXCLUSIVE INC | 200,832 | $20.1M | 0.00% |